CASA Personal Banker

DBS Bank

Pudur, Tamil Nadu
Permanent
Full-time

30 days ago

Job Purpose: To acquire CASA, Salary accounts and cross sell multiple banking products.Key Accountabilities: The key accountability of the role is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products.Job Duties & responsibilities:

Acquiring new accounts (Current and Savings) from branch catchment area
Quality sourcing of salary accounts from corporates
Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio.
Participate in corporate induction and migration events around the catchment area
Build strong relationship with internal teams to leverage existing relationships from SME
Conduct low-cost micro marketing activities around catchment areas for lead generations

Required Experience

1 - 2years of relevant experience

Education / Preferred Qualifications

The incumbent should hold a degree of graduation in any discipline. Additional qualifications in Banking/ Finance / Law or MBA would be an added advantage

Core Competencies

Sales & Networking Skills
Good Communication & Listening Skills
Goal / Target oriented
IRDA & AMFI certification is preferred. This is a must post joining.
Excellent verbal and written communication skills

Technical Competencies

Banking knowledge
Computer Skills and digital knowledge
Good network in the market

Work Relationship

Acquisition of Commercial liabilities Business
Managing of commercial Liabilities Portfolio

DBS India - Culture & BehaviorsDBS is committed to building a culture where all employees are valued, respected and their opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment. Expected value driven behaviors are:

Ensure Customer Focus by Delighting Customers & Reduce Complaints
Build Pride and Passion to Protect, Maintain and Enhance DBS’ Reputation
Enhance Self Knowledge, Skills and develop Competencies aimed at continuous improvement
Maintain the Highest Standards of Honesty and Integrity

DBS Bank

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